Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$654K Hold
2025
Q1
$532K Hold
2024
Q4
$717K Sell
2024
Q3
$802K Buy
2024
Q2
$623K Buy
2024
Q1
$577K Sell
2023
Q4
$807K Buy
2023
Q3
$684K Sell
2023
Q2
$959K Buy
2023
Q1
$707K Buy
2022
Q4
$769K Hold
2022
Q3
$942K Hold
2022
Q2
$1.04M Buy